尽管市场在 30 天图表上呈现红色，但加密货币玩笑称牛市才刚刚开始

这位分析师引用了一条推文，指出山寨币的运行通常在减半后 500 天左右达到峰值，这将使峰值出现在明年年中左右。

A market overview, highlighting opportunities in niches beyond meme coins and upcoming games.

市场概览，重点介绍模因币和即将推出的游戏之外的利基市场机会。

Key Takeaways:

要点：

- Despite the overall market showing red on 30-day charts, one analyst has seen this as an opportunity to focus on niches beyond the current trend of accumulating meme coins.

- 尽管整体市场在 30 天图表上呈红色，但一位分析师认为这是一个机会，可以关注当前积累模因币趋势之外的利基市场。

- According to Crypto Banter, the bull market is just beginning. The analyst referenced a tweet thread, pointing out that altcoin runs typically peak about 500 days after a halving, which would place the peak around mid-next year.

- 根据 Crypto Banter 的说法，牛市才刚刚开始。这位分析师引用了一条推文，指出山寨币的运行通常在减半后 500 天左右达到峰值，这将使峰值出现在明年年中左右。

- The analyst noted that across the market, Blendr has shown some recovery after significant FUD, gaining 12% despite being down 500% for the week. He believes the FUD was largely unwarranted and expects Blendr to bounce back.

- 分析师指出，在市场上，Blendr 在经历了重大 FUD 后已显示出一些复苏，尽管本周下跌了 500%，但仍上涨了 12%。他认为 FUD 在很大程度上是没有根据的，并预计 Blendr 会反弹。

- Explaining his top RWA play, he mentioned Mantra, which has seen a 20% gain this week and a 48% gain over the month. Mantra is the only RWA coin in his portfolio, and he sees upside potential when comparing its market cap to something like Ando. He advised not to obsess over short-term price action but to focus on the top of the cycle. If Bitcoin reaches anywhere from $100K to $150K this cycle, altcoins are expected to see major runs.

- 在解释他的顶级 RWA 策略时，他提到了 Mantra，该股本周上涨了 20%，本月上涨了 48%。 Mantra 是他投资组合中唯一的 RWA 代币，在将其市值与 Ando 等产品进行比较时，他看到了上涨的潜力。他建议不要沉迷于短期价格走势，而应关注周期的顶部。如果比特币在本周期达到 10 万美元到 15 万美元，山寨币预计将出现大幅上涨。

- Upcoming Games: He discussed the upcoming alpha test for CUS and praised Xena as one of the few mobile crypto games worth keeping. He also listed several other promising games: Maavia, Honeyland, King of Destiny from InfiniGods, NFL Rivals from Mythical Games, and Pudgy Penguins, which is set to collaborate with Mythical Games. He encouraged trying out Xena, available on the App Store. He also said that Arbitrum recently approved a $215 million gaming fund to expand the adoption of Arbitrum Orbit and Stylus among builders and players.

- 即将推出的游戏：他讨论了 CUS 即将进行的 alpha 测试，并称赞 Xena 是少数值得保留的移动加密游戏之一。他还列出了其他几款有前途的游戏：InfiniGods 的 Maavia、Honeyland、King of Destiny、Mythical Games 的 NFL Rivals 以及即将与 Mythical Games 合作的 Pudgy Penguins。他鼓励尝试 Xena（可在 App Store 上找到）。他还表示，Arbitrum 最近批准了一项 2.15 亿美元的游戏基金，以扩大 Arbitrum Orbit 和 Stylus 在开发者和玩家中的采用。

- Solana Games: The analyst observed that Solana games like Honeyland and Crown have been undervalued despite their strong user bases and major updates.

- Solana Games：分析师观察到，Honeyland 和 Crown 等 Solana 游戏尽管拥有强大的用户基础和重大更新，但仍被低估。

- AI and Gaming Coins: The analyst identified a prime buying opportunity in AI coins, noting their current low prices. He listed Render, Tau, Prime, Blendr, and Desync as undervalued and worth accumulating.

- 人工智能和游戏币：分析师指出了人工智能币的主要购买机会，并指出它们目前的价格较低。他将 Render、Tau、Prime、Blendr 和 Desync 列为被低估且值得积累的。